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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,771 | $155,555+70.2% | $146,866+80.3% | $155,188+70.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.34% | 115.41%-97.1pp | 102.85%-84.5pp | 148.84%-130.5pp |
| Employer contribution / active EE | $6,513 | $4,647+40.2% | $4,425+47.2% | $4,248+53.3% |
| Participant deferral / active EE | $20,132 | $8,044+150.3% | $7,759+159.5% | $6,531+208.2% |
| Admin fee / account holder | $1,913 | $14,755-87.0% | $13,620-86.0% | $14,480-86.8% |